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Employees: 1,883
Size Okura Industrial (4221.T) is a Japan Materials company (Chemicals: Specialty) with a market value of $372M, the 1224th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥4,920 on 6 Nov 2026.
Performance Over six months the shares fell 0.9%, against -24.4% for the median peer and +1.8% for the Japan market (cap-weighted) — 5th highest of 20 in its peer set.
Growth Revenue grew 19.2% over the last twelve months (peer median +11.6%); the operating margin is 10.2% (peer median 8.4%).
Valuation It trades at 9.4× forward earnings against a peer median of 25.0× (2nd cheapest of 8).
Price implies For today's price to make sense, revenue must grow about -10% a year for seven years (Req g). Recent delivered growth is +1%, so the hurdle is -12 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 4.3 points above its cost of capital (5.7% WACC).
Next results Next results expected around 5 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥103B | ¥86.7B | ¥81.2B | ¥78.9B | ¥77.3B |
| Revenue growth | — | +7% | +3% | +2% | — |
| Gross profit | ¥23.3B | ¥17.3B | ¥14.9B | ¥14.7B | ¥13.1B |
| EBITDA | ¥16.1B | ¥11.2B | ¥9.97B | ¥9.12B | ¥8.02B |
| Net income | ¥6.52B | ¥3.81B | ¥4.36B | ¥4.32B | ¥3.79B |
| Free cash flow | n/a | ¥2.79B | -¥3.24B | ¥1.27B | -¥1.42B |
| Capital expenditure | n/a | ¥7.11B | ¥9.07B | ¥7.13B | ¥5.12B |
| Total debt | ¥19.3B | ¥6.74B | ¥7.05B | ¥5.14B | ¥2.38B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 4221.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -9.7% | -11.3% | 8th highest of 21 |
| 6-month return | -0.9% | -24.4% | 5th highest of 20 |
| Distance from 52-week high | -15.3% | -39.9% | 3rd highest of 21 |
| Revenue growth (TTM) | +19.2% | +11.6% | 6th highest of 21 |
| Operating margin | 10.2% | 8.4% | 10th highest of 21 |
| Forward P/E | 9.4× | 25.0× | 2nd cheapest of 8 |
| Growth the price implies (Req g, 7 yrs) | -10.3% | 12.8% | 2nd least demanding of 12 |
| Growth delivered (Del g) | +1.4% | +11.4% | 3rd lowest of 12 |
| Hurdle (Req g minus delivered) | -11.7 pp | +3.1 pp | 3rd least demanding of 12 |
| ROIC minus cost of capital | +4.3 pp | -4.0 pp | 2nd highest of 19 |
| EV / EBITDA | 4.0× | 18.3× | cheapest of 6 |
| Net debt / EBITDA | 0.3× | 1.2× | 3rd least indebted of 6 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Okura Industrial 4221.T | Japan | $372M | -1% | +19% | 10% | 9.4× | -10.3% | +1.4% |
| Hubei Shuanghuan Science and Technology 000707.SZ | China | $369M | -29% | -10% | -10% | n/a | 54.5% | +3.1% |
| Guangdong Huiyun Titanium Industry 300891.SZ | China | $368M | -29% | +2% | 0% | n/a | 16.9% | +12.8% |
| China Man-Made Fiber 1718.TW | Taiwan | $377M | +43% | -12% | 38% | n/a | -4.6% | +11.4% |
| Grauer & Weil India GRAUWEIL.NS | India | $367M | +9% | +10% | 13% | n/a | 29.0% | +14.6% |
| Danhua Chemical Technology 600844.SS | China | $379M | -25% | -6% | -9% | n/a | n/a | n/a |
| Jinsanjiang (Zhaoqing) Silicon Material 301059.SZ | China | $381M | -24% | +27% | 20% | n/a | 8.5% | +18.0% |
| Aduro Clean Technologies ACT.TO | Canada | $383M | -15% | -44% | -13,483% | n/a | n/a | n/a |
| Sakai Chemical Industry 4078.T | Japan | $362M | -16% | 0% | 8% | 11.9× | -3.4% | -0.8% |
| Steamhouse India STEAMHOUSE.NS | India | $384M | n/a | +24% | 14% | n/a | n/a | n/a |
| Jiangsu Yida Chemical 300721.SZ | China | $386M | -22% | +40% | 2% | n/a | 12.8% | +9.7% |
| Shanxi Yongdong Chemistry Industry 002753.SZ | China | $386M | -19% | +18% | 1% | 27.3× | n/a | n/a |
| Shandong Keyuan Pharmaceutical 301281.SZ | China | $387M | +9% | +33% | 15% | n/a | n/a | n/a |
| KPIC 006650.KS | South Korea | $387M | -53% | +11% | 4% | 8.7× | -17.8% | +12.2% |
| Henan Qingshuiyuan Technology 300437.SZ | China | $358M | -38% | +13% | -1% | n/a | 28.1% | -6.8% |
| Jiangsu Jiuwu Hi-Tech 300631.SZ | China | $389M | -26% | +15% | 10% | 30.1× | 17.1% | +3.5% |
| Chongqing Jiheng Pharmaceutical 002742.SZ | China | $354M | -26% | -48% | -20% | n/a | n/a | n/a |
| Vishnu Chemicals VISHNU.NS | India | $393M | -8% | +14% | 13% | 20.0× | n/a | n/a |
| Luoyang Jianlong Micro-nano New Materials 688357.SS | China | $393M | -28% | +12% | 13% | 25.0× | 8.5% | +13.2% |
| Tatva Chintan Pharma Chem TATVA.NS | India | $398M | +18% | +50% | 13% | 48.5× | n/a | n/a |
| Shaoxing Xingxin New Material 001358.SZ | China | $398M | -25% | -8% | 9% | n/a | n/a | n/a |